SFG Wealth Management’s WisdomTree Efficient Gold Plus Equity Strategy Fund GDE Stock Holding History

SFG Wealth Management’s Portfolio GDE Stock Details GDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.02M	Sell	33,019 -225	-0.7%	-$14.9K	0.73%	23
2026 Q1	$2.09M	Sell	33,244 -374	-1%	-$25.4K	0.86%	22
2025 Q4	$2.07M	Sell	33,618 -476	-1%	-$28.6K	0.81%	24
2025 Q3	$1.96M	Buy	+34,094	New	+$1.73M	0.85%	24
2025 Q2	–	Sell	-18,024	Closed	-$740K	–	98
2025 Q1	$740K	Buy	+18,024	New	+$720K	0.36%	51

Other funds holding GDE

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.35B AUM 46.51% 1-Year Est. Return

ABWM

Alpine Bank Wealth Management Grand Junction, Colorado $779M AUM 19.75% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

McGrath & Associates Asheville, North Carolina $76.8M AUM 22.42% 1-Year Est. Return

SWM

Stapp Wealth Management Olympia, Washington $76.5M AUM 21.17% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MPW

Magnolia Private Wealth Philadelphia, Pennsylvania $182M AUM 21.95% 1-Year Est. Return

Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SFG Wealth Management's GDE Position: Q2 2026 in Review

SFG Wealth Management reduced its WisdomTree Efficient Gold Plus Equity Strategy Fund (GDE) stake by 0.68% in Q2 2026, selling an estimated $14.9K and leaving 33,019 shares worth $2.02M. The position accounts for 0.73% of the portfolio, ranked #23.

SFG Wealth Management first reported a position in GDE in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.09M in Q1 2026. 72 funds tracked by Wall St. Rank hold GDE as of Q2 2026.

SFG Wealth Management held 33,019 shares of WisdomTree Efficient Gold Plus Equity Strategy Fund worth $2.02M as of Q2 2026.
SFG Wealth Management sold 225 WisdomTree Efficient Gold Plus Equity Strategy Fund shares in Q2 2026, an estimated $14.9K.
WisdomTree Efficient Gold Plus Equity Strategy Fund made up 0.73% of SFG Wealth Management's portfolio in Q2 2026, its #23 holding.
SFG Wealth Management first reported a position in WisdomTree Efficient Gold Plus Equity Strategy Fund in Q1 2025 and has held it in 5 quarters since.
SFG Wealth Management's WisdomTree Efficient Gold Plus Equity Strategy Fund position peaked at $2.09M in Q1 2026.
72 funds tracked by Wall St. Rank held WisdomTree Efficient Gold Plus Equity Strategy Fund as of Q2 2026.

Based on SFG Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.